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774 hedge funds and large institutions have $29.2B invested in Ametek in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 252 increasing their positions, 328 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $30M | Put options by funds: $6.77M

2% more capital invested

Capital invested by funds: $28.7B → $29.2B (+$451M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

6% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 65

2% less funds holding

Funds holding: 787774 (-13)

1.66% less ownership

Funds ownership: 88.89%87.23% (-1.7%)

23% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 328

Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.33%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
61
Increased
252
Reduced
328
Closed
65
Calls
$30M
Puts
$6.77M
Net Calls
+$23.2M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
501
Main Street Financial Solutions
Pennsylvania
$568K +$23.2K +163 +4%
BA
502
Bellwether Advisors
Nebraska
$568K +$555K +3,906 New
FCBT
503
First Citizens Bank & Trust
North Carolina
$567K
AA
504
AlphaMark Advisors
Kentucky
$559K +$3.7K +26 +0.7%
Tudor Investment Corp
505
Tudor Investment Corp
Connecticut
$556K +$544K +3,826 New
SC
506
Sepio Capital
Utah
$554K -$15.2K -107 -3%
Lido Advisors
507
Lido Advisors
California
$551K +$539K +3,795 New
BAMF
508
BI Asset Management Fondsmaeglerselskab
Denmark
$538K +$398K +2,799 +311%
BP
509
Ballentine Partners
Massachusetts
$533K -$5.83K -41 -1%
OBWP
510
O'Brien Wealth Partners
Massachusetts
$527K +$569 +4 +0.1%
AM
511
AGF Management
Ontario, Canada
$515K -$3.84K -27 -0.8%
WTC
512
WhitTier Trust Company
Nevada
$514K -$2.98K -21 -0.6%
Lord, Abbett & Co
513
Lord, Abbett & Co
New Jersey
$512K -$67.7M -476,587 -99%
AWS
514
Atria Wealth Solutions
New York
$510K -$275K -1,937 -36%
CCIA
515
Campbell & Co Investment Adviser
Maryland
$508K +$497K +3,495 New
SIA
516
Strategic Investment Advisors
Michigan
$508K +$63.7K +448 +15%
CWM
517
Connecticut Wealth Management
Connecticut
$499K
BPA
518
Beacon Pointe Advisors
California
$488K -$6.25K -44 -1%
SWP
519
Strategic Wealth Partners
Ohio
$487K -$49.7K -350 -9%
SF
520
Synovus Financial
Georgia
$482K +$132K +932 +39%
BL
521
Balentine LLC
Georgia
$481K -$5.26K -37 -1%
FTDI
522
First Trust Direct Indexing
Massachusetts
$472K +$46.3K +326 +11%
O
523
Ossiam
France
$472K +$78.6K +553 +21%
CNBT
524
Canandaigua National Bank & Trust
New York
$463K +$452K +3,183 New
HFM
525
Hartford Funds Management
Pennsylvania
$461K +$9.81K +69 +2%

AME Hedge Fund Activity: Q1 2023 in Review

774 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ametek (AME) for Q1 2023, worth a combined $29.2B — up 1.6% from $28.7B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of AME and 61 opened new positions — a net loss of 4 holders — while 328 trimmed existing stakes and 252 added.

The largest buyer was Fidelity Investments, adding an estimated $369M. The largest seller was UBS AM, cutting an estimated $475M.

  • 774 institutional investors held Ametek (AME) as of Q1 2023, down from 787 in Q4 2022.
  • Funds reported $29.2B of Ametek stock for Q1 2023, up 1.6% quarter-over-quarter.
  • 61 funds opened new Ametek positions in Q1 2023 and 65 closed out, a net change of -4 holders.
  • The largest Ametek buyer in Q1 2023 was Fidelity Investments, an estimated $369M added.
  • The largest Ametek seller in Q1 2023 was UBS AM, an estimated $475M sold.

Based on aggregated 13F filings for Q1 2023.